Purchases and Sales Made in Q4 2023 in Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS) during Q4 2023. The information is specifically focused on institutions that hold shares of NOVARTIS AG.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-450- 2.94% |
$41.5K - $45.7K
|
14.9K
$1.54M
|
|
|
Jul 09, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-454- 4.98% |
$41.9K - $46.1K
|
8.65K
$898K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-459- 12.13% |
$42.4K - $46.6K
|
3.33K
$345K
|
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
SELL
|
- |
-471- 9.51% |
$43.5K - $47.8K
|
4.48K
$465K
|
|
|
Jan 18, 2024
Q4 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-475- 11.96% |
$43.8K - $48.2K
|
3.5K
$363K
|
|
|
Jan 24, 2024
Q4 2023
|
Narwhal Capital Management
|
SELL
|
- |
-493- 0.91% |
$45.5K - $50.1K
|
53.6K
$5.56M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-495- 18.37% |
$45.7K - $50.3K
|
2.2K
$228K
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
SELL
|
- |
-497- 2.7% |
$45.9K - $50.5K
|
17.9K
$1.86M
|
|
|
Feb 08, 2024
Q4 2023
|
Hamel Associates, Inc.
|
SELL
|
- |
-500- 5.18% |
$46.1K - $50.8K
|
9.15K
$949K
|
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-507- 3.18% |
$46.8K - $51.5K
|
15.4K
$1.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-513- 5.39% |
$47.3K - $52.1K
|
9K
$934K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-521- 10.64% |
$48.1K - $52.9K
|
4.38K
$454K
|
|
|
Jan 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-528- 0.65% |
$48.7K - $53.6K
|
80.7K
$8.38M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-538- 12.44% |
$49.6K - $54.6K
|
3.79K
$393K
|
|
|
Feb 12, 2024
Q4 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-541- 0.81% |
$49.9K - $54.9K
|
66.5K
$6.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Quilter PLC
|
SELL
|
- |
-550- 62.5% |
$50.7K - $55.8K
|
330
$34.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-553- 4.51% |
$51K - $56.2K
|
11.7K
$1.22M
|
|
|
Feb 08, 2024
Q4 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-560- 2.64% |
$51.7K - $56.9K
|
20.7K
$2.15M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-569- 4.14% |
$52.5K - $57.8K
|
13.2K
$1.37M
|
|
|
Jan 09, 2024
Q4 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-570- 0.68% |
$52.6K - $57.9K
|
83K
$8.61M
|
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-572- 12.36% |
$52.8K - $58.1K
|
4.06K
$421K
|
|
|
Feb 08, 2024
Q4 2023
|
Thornburg Investment Management Inc
|
SELL
|
- |
-578- 7.8% |
$53.3K - $58.7K
|
6.83K
$709K
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-579- 22.19% |
$53.4K - $58.8K
|
2.03K
$211K
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-582- 15.65% |
$53.7K - $59.1K
|
3.14K
$326K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-588- 1.14% |
$54.3K - $59.7K
|
50.9K
$5.28M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-588- 8.49% |
$54.3K - $59.7K
|
6.34K
$658K
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-597- 3.94% |
$55.1K - $60.6K
|
14.6K
$1.51M
|
|
|
May 01, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-600- 44.44% |
$55.4K - $60.9K
|
750
$77.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-600- 44.44% |
$55.4K - $60.9K
|
750
$77.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-617- 4.11% |
$56.9K - $62.7K
|
14.4K
$1.49M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-625- 11.24% |
$57.7K - $63.5K
|
4.94K
$512K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-640- 22.87% |
$59.1K - $65K
|
2.16K
$224K
|
|
|
Jan 26, 2024
Q4 2023
|
Value Partners Investments Inc.
|
SELL
|
- |
-642- 17.51% |
$59.2K - $65.2K
|
3.03K
$314K
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-643- 0.91% |
$59.3K - $65.3K
|
70K
$7.27M
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-644- 10.07% |
$59.4K - $65.4K
|
5.75K
$597K
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-647- 4.17% |
$59.7K - $65.7K
|
14.9K
$1.54M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-651- 18.2% |
$60.1K - $66.1K
|
2.93K
$304K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-653- 23.39% |
$60.3K - $66.3K
|
2.14K
$222K
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-656- 17.26% |
$60.5K - $66.6K
|
3.15K
$326K
|
|
|
Feb 09, 2024
Q4 2023
|
Northeast Investment Management
|
SELL
|
- |
-675- 2.5% |
$62.3K - $68.5K
|
26.4K
$2.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-698- 1.32% |
$64.4K - $70.9K
|
52.3K
$5.43M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-700- 3.86% |
$64.6K - $71.1K
|
17.4K
$1.81M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-709- 5.86% |
$65.4K - $72K
|
11.4K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-739- 11.14% |
$68.2K - $75K
|
5.9K
$612K
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-741- 15.99% |
$68.4K - $75.2K
|
3.89K
$404K
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-756- 0.8% |
$69.8K - $76.8K
|
93.3K
$9.69M
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-770- 23.98% |
$71K - $78.2K
|
2.44K
$253K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-775- 6.64% |
$71.5K - $78.7K
|
10.9K
$1.13M
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-785- 4.97% |
$72.4K - $79.7K
|
15K
$1.56M
|
|
|
Jan 05, 2024
Q4 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-790- 2.05% |
$72.9K - $80.2K
|
37.8K
$3.93M
|